Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,962 | $29,507+86.3% | $56,025-1.9% | $77,762-29.3% |
| Participation rate | 0.0% | 32.7%-32.7pp | 52.5%-52.5pp | 70.6%-70.6pp |
| Annual return | 22.52% | 18.90%+3.6pp | 1712.69%-1690.2pp | 31.27%-8.8pp |
| Employer contribution / active EE | $90 | $570-84.2% | $1,042-91.3% | $2,728-96.7% |
| Participant deferral / active EE | $546 | $1,062-48.6% | $1,955-72.1% | $4,651-88.3% |
| Admin fee / account holder | $1,306 | $1,041+25.5% | $2,828-53.8% | $433+201.7% |